Investor
MSRH, LLC
CIK 0002122489 · filed 2026-05-11 · SEC filing
13F book
$112.9M
Positions
29
5 new · 4 sold
Largest name
62.8%
Texas Pacific Land Corporati
Est. mark
$23.5M
Price effect on 24 names still held. Flow −$238.6K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corporati | — | 149.5K | $70.9M | 62.8% | $28M | Cut$27.8M |
| Grayscale Bitcoin Trust Etf | GBTC | 419.6K | $22.1M | 19.6% | −$6.55M | Cut−$6.71M |
| Landbridge Company Llc | — | 93.8K | $6.47M | 5.7% | $1.88M | Cut$1.88M |
| Permian Basin Rty Tr | — | 240.3K | $5.17M | 4.6% | $1.09M | Added$1.11M |
| Grayscale Bitcoin Mini Tr Et | — | 103.2K | $3.09M | 2.7% | −$902K | Held |
| Hawaiian Elec Industries | — | 167.5K | $2.49M | 2.2% | $376.1K | Added$663.7K |
| Mesabi Tr | — | 45.1K | $1.42M | 1.3% | −$316.7K | Held |
| Howard Hughes Holdings Inc. | HHH | 6K | $379.6K | 0.3% | −$99.1K | Cut−$194.8K |
| Waterbridge Infrastructure L | — | 12.5K | $334.9K | 0.3% | $84.7K | Held |
| Miami Intl Hldgs Inc | — | 7.2K | $280.2K | 0.2% | — | New |
| Novo-Nordisk A S | — | 1.87K | $68.6K | 0.1% | −$26.4K | Held |
| Civeo Corp Cda | — | 1.19K | $31.4K | 0.0% | $4.26K | Held |
| Seaport Entmt Group Inc | — | 1.25K | $26.9K | 0.0% | $2.14K | Held |
| Carnival Corp Ltd. | CCL | 455 | $11.8K | 0.0% | — | New |
| Royal Caribbean Group | — | 32 | $8.81K | 0.0% | — | New |
| Bakkt Holdings Inc | — | 1.15K | $8.44K | 0.0% | −$3.07K | Held |
| Alliance Resource Partners L | — | 296 | $8.18K | 0.0% | $1.31K | Held |
| Wheaton Precious Metals Corp. | WPM | 44 | $5.76K | 0.0% | $593 | Cut−$161.2K |
| Ishares Bitcoin Trust Etf | IBIT | 102 | $3.92K | 0.0% | −$1.15K | Held |
| Novagold Res Inc | NG | 400 | $3.59K | 0.0% | −$136 | Held |
| Tejon Ranch Co | TRC | 81 | $1.53K | 0.0% | $249 | Held |
| Circle Internet Group, Inc. | CRCL | 6 | $572 | 0.0% | $16 | Added$493 |
| Ishares Silver Tr | — | 8 | $545 | 0.0% | $30 | Held |
| Burford Cap Ltd | — | 76 | $325 | 0.0% | — | New |
| Trilogy Metals Inc New | — | 66 | $237 | 0.0% | −$47 | Held |
| Fermi Inc. | FRMI | 32 | $187 | 0.0% | −$32 | Added$73 |
| Plains All Amern Pipeline L | — | 2 | $45 | 0.0% | $9 | Held |
| Energy Transfer L P | — | 2 | $39 | 0.0% | $6 | Held |
| Tharimmune Inc | — | 2 | $7 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.